See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,646 | $64,121-75.6% | $78,805-80.1% | $116,875-86.6% |
| Participation rate | 91.1% | 71.0%+20.1pp | 73.6%+17.5pp | 74.5%+16.5pp |
| Annual return | 13.46% | 16.32%-2.9pp | -2.71%+16.2pp | 16.29%-2.8pp |
| Employer contribution / active EE | $953 | $2,257-57.8% | $4,059-76.5% | $3,288-71.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $3,584-100.0% | $3,885-100.0% |
| Admin fee / account holder | $661 | $5,745-88.5% | $5,677-88.4% | $12,263-94.6% |